Looking to diversify beyond YFSIX? The mutual funds below have the lowest correlation with YFSIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from YFSIX.
Best Diversifiers for YFSIX
4 mutual funds have low correlation with YFSIX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG GW&K Municipal Bond Fund (GWMIX) (Municipal Bonds) with a 1Y correlation of 0.11, roughly unchanged from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG GW&K Municipal Bond Fund | 0.11 | 0.15 | 0.13 | 59 | Municipal Bonds | YFSIX vs GWMIX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.13 | 0.15 | 0.13 | 70 | Large Cap Blend Equities | YFSIX vs SVPFX | |
| Federated Hermes MDT All Cap Core Fund | 0.15 | 0.38 | 0.56 | 60 | Large Cap Blend Equities | YFSIX vs QIACX | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.15 | 0.38 | 0.56 | 60 | Large Cap Blend Equities | YFSIX vs QKACX | |
| State Street S&P 500 Index Fund Class N | 0.31 | 0.50 | 0.62 | 76 | Large Cap Blend Equities | YFSIX vs SVSPX |
See all 259 diversifiers for YFSIX
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